Lessons from the ’90s: How AI Is Powering a New Investment Cycle
Technology spending is accelerating at the fastest pace in decades. Figure 1 shows investment in information processing equipment and software grew +14% year-over-year (YoY) in Q1 2025, the fastest pace
Corporate Earnings Off to a Solid Start in 2025
The stock market’s performance is a function of two variables: earnings and valuations. A company generates profits, and investors assign a multiple to those profits, such as 15x or 20x
The How and Why of Alternative Investments
As an advisor, you’ve likely experienced an uptick in interest among clients seeking exposure to alternative investments (e.g., private equity, venture capital, direct lending, hedge funds, and real estate), and
Our Investment Office – A View on Alternatives
We sat down with Stuart Katz, our Chief Investment Officer, and one of our top Wealth Managers to discuss what our Investment Office brings to the table and how our
Understanding the Difference Between Soft and Hard Economic Data
Soft and hard economic data are back in the news as trade policy changes. Soft data, such as surveys, measures sentiment, expectations, intentions, and how respondents feel about the economy. Alternative Investments Series, Part 3: How to Educate Clients on Alts
Glossary of Private Equity Terms Structure of a Private Equity Fund Private equity funds are generally structured as Limited Partnerships. Private Equity Fund Timeline The life of typical private equity Alternative Investments Series, Part 2: How to Evaluate Alts for Clients
Key Considerations When Employing Alternatives Investments should be assembled understanding how they can work together in a portfolio Alternatives Investment Rationale Alternative investments can alter the return, diversification and volatility Alternative Investments Series, Part 1: How to Discuss Alts with Clients
Alternative Strategies serve Three Key Purposes Alternative investments should be assembled understanding how they can work together with a traditional portfolio. Defining the Alternatives Landscape Various strategies and structures exist ‘Sell in May and go away’? Wealth advisors say, maybe not
Chief Investment Officer Stuart Katz was featured in InvestmentNews discussing the seasonal investing adage, “Sell in May and go away.” “While seasonality can influence sentiment, long-term fundamentals are what ultimately